Geode Capital Management
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Geode Capital Management’s Alector ALEC Stock Holding History

Geode Capital Management’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.93M Buy
2,454,271
+168,053
+7% +$360K ﹤0.01% 2924
2026
Q1 		$4.92M Buy
2,286,218
+210,998
+10% +$424K ﹤0.01% 2746
2025
Q4 		$3.24M Buy
2,075,220
+213,962
+11% +$380K ﹤0.01% 2976
2025
Q3 		$5.51M Sell
1,861,258
-120,810
-6% -$266K ﹤0.01% 2733
2025
Q2 		$2.78M Buy
1,982,068
+19,970
+1% +$25K ﹤0.01% 3029
2025
Q1 		$2.41M Buy
1,962,098
+47,848
+2% +$77.9K ﹤0.01% 2968
2024
Q4 		$3.62M Buy
1,914,250
+10,308
+0.5% +$38.8K ﹤0.01% 2900
2024
Q3 		$8.87M Buy
1,903,942
+148,357
+8% +$796K ﹤0.01% 2455
2024
Q2 		$7.97M Buy
1,755,585
+179,815
+11% +$925K ﹤0.01% 2469
2024
Q1 		$9.49M Buy
1,575,770
+193,984
+14% +$1.27M ﹤0.01% 2357
2023
Q4 		$11M Buy
1,381,786
+78,709
+6% +$466K ﹤0.01% 2288
2023
Q3 		$8.44M Buy
1,303,077
+13,355
+1% +$86.5K ﹤0.01% 2367
2023
Q2 		$7.75M Buy
1,289,722
+70,998
+6% +$496K ﹤0.01% 2447
2023
Q1 		$7.54M Buy
1,218,724
+26,435
+2% +$215K ﹤0.01% 2427
2022
Q4 		$11M Buy
1,192,289
+73,761
+7% +$643K ﹤0.01% 2200
2022
Q3 		$10.6M Buy
1,118,528
+24,471
+2% +$265K ﹤0.01% 2206
2022
Q2 		$11.1M Buy
1,094,057
+17,768
+2% +$177K ﹤0.01% 2174
2022
Q1 		$15.3M Buy
1,076,289
+14,528
+1% +$230K ﹤0.01% 2066
2021
Q4 		$21.9M Buy
1,061,761
+61,993
+6% +$1.4M ﹤0.01% 1895
2021
Q3 		$22.8M Buy
999,768
+19,161
+2% +$537K ﹤0.01% 1865
2021
Q2 		$20.4M Buy
980,607
+131,612
+16% +$2.48M ﹤0.01% 1947
2021
Q1 		$17.1M Buy
848,995
+71,647
+9% +$1.28M ﹤0.01% 1976
2020
Q4 		$11.8M Buy
777,348
+38,262
+5% +$476K ﹤0.01% 2056
2020
Q3 		$7.79M Buy
739,086
+87,232
+13% +$1.41M ﹤0.01% 2123
2020
Q2 		$15.9M Buy
651,854
+98,830
+18% +$2.73M ﹤0.01% 1657
2020
Q1 		$13.3M Buy
553,024
+145,668
+36% +$3.71M ﹤0.01% 1554
2019
Q4 		$7.02M Buy
407,356
+35,115
+9% +$597K ﹤0.01% 2247
2019
Q3 		$5.37M Buy
372,241
+240,575
+183% +$4.34M ﹤0.01% 2341
2019
Q2 		$2.5M Sell
131,666
-488
-0.4% -$9.9K ﹤0.01% 2803
2019
Q1 		$2.47M Buy
+132,154
New +$2.5M ﹤0.01% 2724

Other funds holding ALEC

TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
MC
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management's ALEC Position: Q2 2026 in Review

Geode Capital Management increased its Alector (ALEC) stake by 7.4% in Q2 2026, buying an estimated $360K and bringing the position to 2,454,271 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

Geode Capital Management first reported a position in ALEC in Q1 2019 and has held it in 30 quarters since. The position peaked at $22.8M in Q3 2021. 140 funds tracked by Wall St. Rank hold ALEC as of Q2 2026.

  • Geode Capital Management held 2,454,271 shares of Alector worth $4.93M as of Q2 2026.
  • Geode Capital Management bought 168,053 Alector shares in Q2 2026, an estimated $360K.
  • Alector made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2924 holding.
  • Geode Capital Management first reported a position in Alector in Q1 2019 and has held it in 30 quarters since.
  • Geode Capital Management's Alector position peaked at $22.8M in Q3 2021.
  • 140 funds tracked by Wall St. Rank held Alector as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.